Currently Opportunities can be created automatically when a quote is created. Then you can see the related quote status under the quote tab in that opportunity. Once that quote has been accepted and the status is changed to "work ordered" or "service ordered", it would make sense to have the opportunity status change to "Closed". This would automate the opportunity cleansing process. Thoughts? If there is already an SQL script created that can do this, please let me know.
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Automatically Close Opportunities!
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This functionality already exists, there are settings in the quote and opportunity options to handle this for you.
Opp.pngMarsha Blobaum
Product Analyst
Tigerpaw Software
800.704.9009 x4584
402.592.7317fax
mblobaum@tigerpawsoftware.com
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